Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.57
|
2.25
|
2.25
|
12.02
|
3.57
|
4.26
|
4.85
|
5.18
|
Composite (Net)
|
0.54
|
2.14
|
2.14
|
11.54
|
3.11
|
3.80
|
4.34
|
4.69
|
Benchmark
|
0.27
|
2.15
|
2.15
|
11.18
|
4.53
|
2.67
|
3.18
|
1.69
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.
Calendar year
Calendar year
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
|
---|---|---|---|---|---|---|---|---|---|---|
Composite
|
13.09
|
-8.29
|
7.14
|
2.76
|
5.16
|
2.08
|
4.72
|
6.66
|
5.07
|
6.32
|
Benchmark
|
12.19
|
-3.13
|
4.44
|
-4.56
|
4.51
|
1.51
|
3.58
|
5.46
|
4.31
|
3.50
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.